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Global market perspective – Q4 2021

Global market perspective – Q4 2021

🕔13:59, 12.Oct 2021

The re-opening of the world economy continues and economic activity has picked up substantially. However, the strength of the rebound in demand has caught firms by surprise and supply chains are stretched with the consequence that inflation has picked up.

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Should investors consider happiness rather than GDP?

Should investors consider happiness rather than GDP?

🕔15:24, 3.Sep 2021

The shift to whether we should pursue wellbeing rather than GDP growth is underway. Figuring out what makes society happy helps us identify the risks to the global economy from S in ESG.

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Economic and Strategy Viewpoint September 2021

Economic and Strategy Viewpoint September 2021

🕔12:42, 30.Aug 2021

Forecast update: a touch of stagflation We still expect a robust recovery in the world economy, but the outlook has moved in a stagflationary direction as growth momentum fades and price pressures rise. Our forecast for global GDP growth is

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A snapshot of the world economy in July 2021

A snapshot of the world economy in July 2021

🕔10:18, 20.Jul 2021

Digital drive will boost productivity growth Why China’s vaccine surge is good news for the world How will age-related spending change in the next decade 

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Which emerging markets will be the winners and losers from energy transition?

Which emerging markets will be the winners and losers from energy transition?

🕔13:07, 16.Jul 2021

The race to decarbonise the global economy has the potential to turn the commodities market upside down. And this will have wide-ranging implications for emerging markets (EM). Most of the world’s largest economies are targeting “net zero” emissions of carbon

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Economic and asset allocation views Q3 2021

Economic and asset allocation views Q3 2021

🕔16:57, 9.Jul 2021

Economic overview .We are upgrading our forecast for global growth and now expect the world economy to expand by 5.9% this year (previously 5.3%) before slowing to 4.5% in 2022 (previously 4.6%). Our forecasts for inflation are also increased, with

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How do you construct portfolios in a world of zero interest rates?

How do you construct portfolios in a world of zero interest rates?

🕔14:57, 11.May 2021

We think that meeting return objectives in the 2020s is going to require a radical rethink about portfolio construction and using a wider set of tools. Interest rates are at zero. Developed market bonds yield not much more. This has

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Economic and asset allocation views January 2021

Economic and asset allocation views January 2021

🕔10:42, 21.Jan 2021

Economic and asset allocation views January 2021 Global market perspective News that a Covid-19 vaccine is on its way has provided a boost to the outlook for the world economy, and spurred a significant rally in risk assets. Over the

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How to understand the EU’s growing rulebook on sustainable investing

How to understand the EU’s growing rulebook on sustainable investing

🕔14:02, 14.Jan 2021

In the last few years new words have been invading our everyday vocabulary. We have gone from ‘climate change’ and ‘green economy’ to the more specialised ‘sustainability’ and ‘integration’ and the utterly bizarre ‘principal adverse impact’ and ‘taxonomy’. What is

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Global Investor Study – Under pressure: investors’ response to crisis

Global Investor Study – Under pressure: investors’ response to crisis

🕔15:20, 25.Sep 2020

Understanding personal behaviours and motivations when investing is important to help make the right decisions – especially when external pressures are at play. People who invest are faced with countless decisions about which investments to choose, each with …

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Economic and Strategy Viewpoint

Economic and Strategy Viewpoint

🕔07:39, 25.Aug 2020

Since our last forecast in May we have seen a further easing of lockdowns, particularly in Europe, and a gradual resumption of economic activity. The US has seen a second wave of outbreaks in the southern states and cases in

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Six reasons why automation is poised to accelerate

Six reasons why automation is poised to accelerate

🕔12:50, 21.Aug 2020

Covid-19 has bolstered the argument for automation but several other trends support the long-term investment case. Automation has long been a feature of the manufacturing sector, as companies seek to improve productivity and make high quality goods to a specific

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A snapshot of the global economy – August 2020

A snapshot of the global economy – August 2020

🕔09:48, 21.Aug 2020

In this month's infographic we look at the potential effects of climate change on markets.  

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Global Investor Study

Global Investor Study

🕔14:51, 13.Aug 2020

Under pressure: investors’ response to crisis Understanding personal behaviours and motivations when investing is important to help make the right decisions – especially when external pressures are at play. People who invest are faced with countless decisions about which investments

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Economic and asset allocation views

Economic and asset allocation views

🕔09:18, 9.Jul 2020

Economic overview We are downgrading our forecast for global growth once more to reflect the weakness seen in the first quarter. Overall we see global activity falling 5.4% this year, a deeper contraction than our previous forecast of -2.9% and

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Why we think the recovery will be U-shaped

Why we think the recovery will be U-shaped

🕔09:56, 17.Jun 2020

We've gone from predicting a V-shaped recovery to a U-shape, given the difficulties of lifting lockdown.  We are downgrading our forecast for global growth once more to reflect the weakness seen in the first quarter. Overall we see global activity

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Is retail investor surge cause for caution?

Is retail investor surge cause for caution?

🕔09:29, 16.Jun 2020

With a combination of resurgent markets, seemingly ebullient retail investors and a bleak economic outlook, it may be prudent to tread carefully.  It’s an old investment cliché that when your taxi driver starts giving you share tips, it’s time to

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– US client – SchrodersCurrent views: our views on asset classes at a glance

– US client – SchrodersCurrent views: our views on asset classes at a glance

🕔14:50, 15.May 2020

Asset Allocation views – US client – Schroders

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The SRI Chronicles

The SRI Chronicles

🕔14:19, 15.May 2020

2020 will go down as the year of the Covid-19 global pandemic. Fans of Nassim Taleb will be reminded of his 2007 best-selling book The Black Swan: The Impact of the Highly Improbable. Before Australia was discovered, everybody thought all

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China A-shares: the investment themes as the crisis fades

China A-shares: the investment themes as the crisis fades

🕔15:10, 14.May 2020

China A-shares fund manager Jack Lee looks at some of the main investment themes he’s focusing on, in a market that has been remarkably resilient this year.  So far this year, China’s A-share market has been relatively resilient, holding up

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Our views on asset classes at a glance

Our views on asset classes at a glance

🕔14:10, 8.May 2020

Asset Allocation views – US client – Schroders

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Forging a new future for problematic plastic: are companies prepared?

Forging a new future for problematic plastic: are companies prepared?

🕔10:08, 7.May 2020

Companies across the plastics value chains need to respond to increasing pressure from regulators and consumers to veer away from disposable plastics. Our analysis and engagement with more than 100 such companies has led us to believe a zeroplastic future

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Covid-19: why the tech giants have emerged as winners

Covid-19: why the tech giants have emerged as winners

🕔09:08, 29.Apr 2020

As many companies plunge into the financial unknown, the tech giants could emerge stronger than ever.  While many businesses struggle to survive under the global lockdown, the largest technology companies remain afloat and in some cases are even thriving. Microsoft

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Record-breaking crash, rapid rebound – is this a recovery or “dead cat bounce”?

Record-breaking crash, rapid rebound – is this a recovery or “dead cat bounce”?

🕔08:02, 27.Apr 2020

Following a record-breaking stock market crash, there has been a 30% rebound. We examine a 135-year history of such rallies and ask if this one is a false dawn.

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Economic and Strategy Viewpoint

Economic and Strategy Viewpoint

🕔16:46, 17.Apr 2020

Q2 2020 The coronavirus casts a dark shadow over the world economy by threatening to derail the revival in growth which began in the latter part of 2019. Economic indicators up to January continued to show a steady improvement in

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A new economic era beckons after this crisis

A new economic era beckons after this crisis

🕔10:57, 16.Apr 2020

Current events likely mark a turning point in economic policy and the end of a 40-year spell of free market capitalism. Nobody can know how long the Covid-19 crisis will last, but I think that regardless of this it will

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What is ‘helicopter money’ and is it a good idea?

What is ‘helicopter money’ and is it a good idea?

🕔15:31, 8.Apr 2020

With debate increasing over whether “helicopter money” could help tackle the global economic crisis, we asked Schroders’ chief economist Keith Wade about the tactics of governments. Modern monetary theory (MMT) argues that, rather than central banks printing money to buy

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A new social contract – sustainable investing during the Covid-19 crisis

A new social contract – sustainable investing during the Covid-19 crisis

🕔10:32, 1.Apr 2020

The coronavirus crisis has seen some high profile companies step up to offer their support. We consider what this means for sustainable investing, and the possibility of a new social contract. Sustainable investing has grown exponentially in recent years. In

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10-year return forecasts (2019–29)

10-year return forecasts (2019–29)

🕔15:52, 20.Mar 2020

Long-term capital market assumptions are forward-looking estimates of total returns which are an important component for strategic asset allocation modelling and portfolio construction. This note outlines our methodology for estimating 10-year capital market returns in local currency terms. Our approach

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Economic Infographic: A snapshot of the global economy in March 2020

Economic Infographic: A snapshot of the global economy in March 2020

🕔09:29, 19.Mar 2020 Read Full Article
Overall productivity effects from climate change

Overall productivity effects from climate change

🕔06:59, 17.Mar 2020

Schroders Economics Group produces 30-year return forecasts, on an annual basis, for a range of asset classes. Until now, these forecasts have been agnostic on the subject of climate change, making no explicit adjustments for the physical and transition costs

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Value investors: why are they so calm in a crisis?

Value investors: why are they so calm in a crisis?

🕔08:56, 12.Mar 2020

As the impact of coronavirus and the resulting response by global policymakers becomes clearer, the stock market will continue to react. Share prices will move up and down reflecting the perceived winners and losers of this developing situation. However, the

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How stock markets perform after heavy falls

How stock markets perform after heavy falls

🕔08:03, 12.Mar 2020

Stock markets have tumbled in the midst of the coronavirus outbreak. Schroders’ analysis shows how the biggest one-day falls in the past have been followed by substantial returns over the subsequent five years.  How the stock market bounces back Using

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When China sneezes

When China sneezes

🕔12:58, 6.Mar 2020

Economic and Strategy Viewpoint he coronavirus casts a dark shadow over the world economy by threatening to derail the revival in growth which began in the latter part of 2019. Economic indicators up to January continued to show a steady

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What’s new in the monthly update of our asset allocation views?

What’s new in the monthly update of our asset allocation views?

🕔07:46, 2.Mar 2020

Our multi-asset investment views – February 2020 Equities: We remain positive despite potential heightened volatility in the coming weeks as a result of the COVID-19 outbreak. Ample liquidity (i.e. readily available funds) and low bond yields continue to support elevated valuations.

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Asset allocation views: Multi-Asset Group

Asset allocation views: Multi-Asset Group

🕔17:08, 24.Feb 2020

Introduction All the major asset classes ended 2019 on a positive note; equities rallied particularly strongly, especially growth stocks. Part of the reason last year was so robust was the rebound from the awful fourth quarter of 2018. Despite the

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The converging worlds and diverging interests of equity and bond investors

The converging worlds and diverging interests of equity and bond investors

🕔12:27, 18.Feb 2020

January 2020 Investors are used to thinking of equities and corporate bonds separately. However, in reality, they are two sides of the same coin and actions which favour one can have implications for the other. This is important as decisions

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2019: Liquidity driven rally | 2020: reality bites?

2019: Liquidity driven rally | 2020: reality bites?

🕔16:55, 13.Jan 2020

2019 review: Liquidity driven rally – We look back at a year full of challenges for investors as trade wars flared up again, the UK was beleaguered by Brexit, while unrest and protests elsewhere in the world kept investors on

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Economic and Strategy Viewpoint January 2020

Economic and Strategy Viewpoint January 2020

🕔13:47, 8.Jan 2020

Investors were able to ignore the weakness of corporate earnings in 2019 as markets re-rated following the easing of monetary policy by the US federal reserve and other central banks. As we head into 2020, the profits outlook remains difficult

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Quarterly markets review – Q4 2019

Quarterly markets review – Q4 2019

🕔13:06, 8.Jan 2020

A look back at markets in Q4 2019 when shares were supported by optimism over the prospects for a US-China trade deal. 

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The most recent US tightening cycle was more aggressive than it appears

The most recent US tightening cycle was more aggressive than it appears

🕔14:15, 19.Dec 2019

The latest US tightening cycle was more aggressive than most investors realise. Should avoiding recession be seen as a win?  How aggressive was the Federal Reserve’s most recent hiking cycle? Take the end rate minus the beginning rate, and the

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Market outlook 2020: Global convertible bonds

Market outlook 2020: Global convertible bonds

🕔13:28, 17.Dec 2019

Convertible bond valuations and fundamentals remain attractive overall, making the asset class well prepared for a potentially trickier year ahead. As we close out a fruitful year for financial markets, it’s fair to say that 2020 will not start with

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What the US-China trade deal means for global growth

What the US-China trade deal means for global growth

🕔12:44, 17.Dec 2019

At rst glance, the "phase one" US-China trade deal looks to slightly exceed our expectations, suggesting modest upside to our economic growth forecasts. China and the US have agreed to a “phase one” trade deal, bringing a ceasefire at least

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Location, Location, Location: why Geospatial Data Science matters for investors

Location, Location, Location: why Geospatial Data Science matters for investors

🕔18:03, 12.Dec 2019

Data science has been an established part of the investors’ toolkit at Schroders since the Data Insights Unit (DIU) was established in 2014. Geospatial data science is a sub-set of this field which combines an understanding of location, distance and

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Market Outlook 2020:: Global Economy

Market Outlook 2020:: Global Economy

🕔14:28, 12.Dec 2019

The global economy should perform better in 2020, underpinned by a US-China trade truce and lower interest rates, Schroders’ chief economist Keith Wade explains.

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Global growth upgraded as the cycle extends

Global growth upgraded as the cycle extends

🕔16:44, 4.Dec 2019

Economic and Strategy Viewpoint December 2019 “We're in the final throes of a very important deal… it's going very well.” President Trump on the US-China trade talks, 26 November, Bloomberg. ​ We are upgrading our global growth forecasts in response to

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Are we witnessing the US dollar’s fall from grace?

Are we witnessing the US dollar’s fall from grace?

🕔12:29, 20.Nov 2019

November’s multi-asset chart of the month highlights how a global shortage of US dollars could be reversing. This could signal the beginning of a weak phase for the currency.

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What will climate change mean for insurance-linked securities?

What will climate change mean for insurance-linked securities?

🕔17:49, 14.Nov 2019

ILS has close ties to natural disasters but we believe climate change will have a limited impact on the asset class. A question often asked by investors considering investing in insurance-linked securities (ILS) is whether climate change will have a

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UK economy rebounds to avoid recession

UK economy rebounds to avoid recession

🕔16:54, 14.Nov 2019

The first release of UK GDP for the third quarter shows the economy avoided a technical recession. Real GDP growth was 0.3% quarter-on-quarter compared to -0.2% in the second quarter, although the latest figure did disappoint consensus expectations of 0.4%.

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Current views – October 2019 – Wealth Management

Current views – October 2019 – Wealth Management

🕔10:00, 6.Nov 2019

Our investment team assesses the prospects for a range of asset classes and currencies

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